See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,530 | $97,757-94.3% | $83,848-93.4% | $135,375-95.9% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.61% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,346 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $1,508 | $4,682-67.8% | $4,082-63.1% | $5,609-73.1% |
| Admin fee / account holder | $2,576 | $6,674-61.4% | $5,478-53.0% | $10,827-76.2% |